See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,351 | $102,604-7.1% | $86,188+10.6% | $139,434-31.6% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 12.77% | 1922.51%-1909.7pp | 1168.45%-1155.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,606 | $3,032-47.0% | $2,380-32.5% | $4,751-66.2% |
| Participant deferral / active EE | $3,522 | $4,676-24.7% | $3,985-11.6% | $6,710-47.5% |
| Admin fee / account holder | $493 | $8,657-94.3% | $6,852-92.8% | $11,403-95.7% |